Select the table associated with the type of letter. The table
determines the available variables that can be used.

Note: Only tables
that you have access to appear.

Document type

Select the document type the template applies to.

Click
New from HR Document
Type to create a document type.

Note: When creating a
document type, the Value auto-populates
from the name you enter (all lower case and
underscores).

Header image

Select to add a new image in the header. You can add your company
logo using this feature.

Note: For best results, ensure that the image is
optimized and a Scalable Vector Graphics (SVG) file.

Header image position

Select where you want the header image to appear.

HR criteria

Select the audience criteria for this document. For example, you can
create a letter intended for only Canadian employees.

Body

Enter and format the text in the Body.

To
insert variables, place your cursor in the desired location and
click the variable. Available variables are listed under
Fields.

Use the formatting tools in
the Body to apply formatting options, such as
bold, italic, underline, font styling.

The body is a place
holder for HTML text and tokenized variables. When the PDF is
generated, the variables are resolved before sending it to the PDF
Generator [com.snc.pdf_generator] plugin.

Note: Currently, there is no support for style tags to align text
left or right. Space indentation must be used. Jelly and CSS
Styling are not supported.

Select variables

A list of variables that can be used in the body of the letter.
Variables pull information from the selected table to customize the
letter.

Note: Only variables that you have access to
appear.

Footer image

Select a footer image.

Note: For best results, ensure that the image
is optimized and a Scalable Vector Graphics (SVG)
file.

Footer image position

Select where you want the footer image to appear.

Footer text

Enter text. For example, you can add proprietary and confidential
statements.

Page size

Select the page size from the choice list.

Note: A4 is 8.3 x 11.7
inches or 210 x 297 millimeters.

Place the cursor in the desired location in the body and use the
Insert date or Insert
signature buttons. You can use these multiple times using
different types of dates or signatures based on the variables you choose.

Click Save to save your document and remain on the
HR Document Template form or click
Submit to save and return to the HR
Document Templates list.

Review the look of the generated letter by impersonating an employee and
submitting the associated catalog item. Impersonate the user assigned to work on
the case to generate the letter within the HR case. Continue editing and testing
the letter template until you are satisfied with the generated PDF.

Use the formatting tools to perform any of the following actions.

Format the text

Select the text to format and apply any of the formatting
options, such as bold, italic, underline, font styling. You
can apply justification, bullets, and numbers as
needed.

Add an image

Click the image icon and attach the image or search for
it in the image library. You can also add an image to the
library.